See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,798 | $201,272-48.9% | $184,203-44.2% | $145,922-29.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.14% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $6,098 | $7,022-13.2% | $6,427-5.1% | $4,660+30.9% |
| Participant deferral / active EE | $10,637 | $9,806+8.5% | $9,131+16.5% | $6,688+59.1% |
| Admin fee / account holder | $814 | $16,364-95.0% | $13,901-94.1% | $13,397-93.9% |